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Marketing and Sales Articles for Financial Brands

Digital Transformation and Target Fixation: Looking Where You’re Going

“If I was trying to design a car that served the needs of 300 million people, I'd end up with a pretty lackluster, uninteresting car. Because I'd have to address everybody's needs. But if I focused on people who want to go off-roading, I can start making more focused products, I can s …

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Investing in Your Personal Brand

“If you want it to be professional, if you want it to sound good, if you want it to be something that has maximum value, because people aren't distracted by you stumbling over your own words, then you're going to have to invest in yourself. You're going to have to take time, and you'r …

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Why Extraordinary Digital Transformation Requires Extraordinary Teamwork for Financial Brands

“What's always lagged is the human teamwork around exponential technology. And I said, ‘You know what I'd like to do? I'd like to create an exponential teamwork concept.” --Dan Sullivan

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Gratitude: The Most Important Element for Success for Banks and Credit Unions

“You and I both know that if we scripted this, the audience would smell a rat. People don't like that kind of stuff anymore. And maybe they never did.” -Sam Kilmer

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Looking Outside the Financial Industry

Those within the banking industry are instructed and even rewarded for working with laser-like focus. But this can feel like wearing blinders; like there’s no real outlook for what’s going on in the surrounding world.

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Digital Transformation: Why Traditional Banks Must Adapt

“Traditional banks tend to push products through channels to get a greater share of wallet and cross-sell. Whereas, digital banks start with the customer journey and need and then build the user experience to be part of a relationship interaction digitally, rather than trying to actua …

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The 5 Pillars of Digital Growth and Transformation

“It's more important than ever as a financial institution, as a traditional institution or a non-traditional institution, to have purpose around how you treat your customers because we all know it takes a certain amount of energy to get a client. It takes even less energy to keep a cl …

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Optimizing the Consumer Experience: Facing Your Fears

“Every interaction that a customer has with a brand is an opportunity to build trust or erode trust.” – Sue Woodard The past year has required many people to face their fears, both personally and professionally. For adventurers like Sue Woodard, this might not have been too much of a …

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Accepting the Unexpected Wrecking Ball in the Boardroom

“One of the things I pocketed away as a lesson that really applied last year was the ability to really disconnect from your perception of reality and embrace agility and change quickly.” -Kirk Drake

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Bringing the Love and Respect Back to Banking

Is there still room for compassion and empathy in the financial world? Kerry-Ann Betton Stimpson, Chief Marketing Officer of the JMMB Group in Jamaica and host of the Internal Marketing Podcast, believes that marketing cannot be successful without first having a strong employee engage …

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